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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
WCM Investment Management
California
$518M
3
Capital Research Global Investors
Capital Research Global Investors
California
$604M
4
Capital World Investors
Capital World Investors
California
$110M
5
Millennium Management
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$129M
3
SCA
Southpoint Capital Advisors
New York
$147M
4
SC
Samlyn Capital
New York
$353M
5
Invesco
Invesco
Georgia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
351
Colony Group
Massachusetts
$743K -$1.75K -8 -0.2%
MCM
352
MAI Capital Management
Ohio
$725K +$279K +1,277 +63%
WG
353
Winton Group
United Kingdom
$717K +$220K +1,006 +44%
HWMA
354
Heritage Wealth Management (Arizona)
Arizona
$716K +$61.1K +280 +9%
IAA
355
Independent Advisor Alliance
North Carolina
$712K -$20.7K -95 -3%
BFS
356
Bickling Financial Services
Massachusetts
$711K -$5.03K -23 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
357
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$708K +$708K +3,240 New
Man Group
358
Man Group
United Kingdom
$708K +$708K +3,241 New
RIA
359
Realta Investment Advisors
Delaware
$698K +$698K +3,197 New
AT
360
American Trust
Kentucky
$695K -$166K -761 -19%
Mercer Global Advisors
361
Mercer Global Advisors
Colorado
$694K +$9.18K +42 +1%
Manulife (Manufacturers Life Insurance)
362
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$686K -$85.9K -393 -11%
DF
363
Donoghue Forlines
Massachusetts
$677K -$108K -495 -14%
Assenagon Asset Management
364
Assenagon Asset Management
Luxembourg
$651K -$5.73M -26,221 -90%
AIC
365
Archer Investment Corporation
Indiana
$649K -$43.9K -201 -6%
IIC
366
Ironwood Investment Counsel
Arizona
$647K -$31.6K -145 -5%
Cambridge Investment Research Advisors
367
Cambridge Investment Research Advisors
Iowa
$636K +$636K +2,912 New
BFA
368
BMS Financial Advisors
South Dakota
$625K +$233K +1,067 +60%
BMSSC
369
B. Metzler seel. Sohn & Co
Germany
$620K +$65.8K +301 +12%
S
370
Seeyond
France
$604K +$257K +1,179 +74%
IWM
371
IHT Wealth Management
Illinois
$600K +$92.4K +423 +18%
SWP
372
Stratos Wealth Partners
Ohio
$599K -$874 -4 -0.1%
JF
373
JSF Financial
California
$597K +$597K +2,734 New
JG
374
Jefferies Group
New York
$591K +$591K +2,705 New
CFB
375
Cullen/Frost Bankers
Texas
$590K – – –
13 14
15
16 17